ATC
IJJ icon

Adirondack Trust Company’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Adirondack Trust Company’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-228
Closed -$15K – 344
2016
Q2 		$15K Buy
+228
New +$14.3K 0.01% 246

Other funds holding IJJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Adirondack Trust Company's IJJ Position: Q3 2016 in Review

Adirondack Trust Company sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2016, closing a stake of 228 shares — an estimated $15K sold.

Adirondack Trust Company first reported a position in IJJ in Q2 2016 and held it in 1 quarter. The position peaked at $15K in Q2 2016. 334 funds tracked by Wall St. Rank hold IJJ as of Q3 2016.

  • Adirondack Trust Company reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2016 after selling out during the quarter.
  • Adirondack Trust Company sold 228 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2016, an estimated $15K.
  • Adirondack Trust Company first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2016 and held it in 1 quarter.
  • Adirondack Trust Company's iShares S&P Mid-Cap 400 Value ETF position peaked at $15K in Q2 2016.
  • 334 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2016.

Based on Adirondack Trust Company's 13F filing for Q3 2016, filed 21 Oct 2016.